Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
What’s Jeff Gundlach Thinking; Keep Clients Engaged; Advising Divorcing Women: October Investment Advisor—Slideshow
By Editorial StaffJeff Gundlach has made quite a name for himself. He shares his rock-star strategy with Editor-in-Chief John Sullivan in the October issue of Investment Advisor.
September 25, 2012
Why More Wives Are Calling It QuitsDr. Susan Brown she suggests that women tend to be more attuned to changes in marital quality.
September 24, 2012
Ron Carson Launches New Firm to Partner With Advisors, With 3 Big Partners of Its OwnCarson Institutional Advisory has TD Ameritrade, Envestnet, LPL as allies and will provide investment management, marketing and technology services to advisors without upfront charges or long-term commitments.
September 24, 2012
What you (still) don't know about selling to womenWomen are masters at giving and seeking advice. So why do so many of them still need a financial advisor?
September 24, 2012
Inside one woman's focused, forward-thinking practiceRebecca True is among a new breed of women advisors who have added a powerful voice to a male-dominated industry.
September 24, 2012
What you (still) don't know about selling to womenWomen are masters at giving and seeking advice. So why do so many of them still need a financial advisor?
September 12, 2012
The Top Wealth Managers 2012 Profiles: No. 4—Circle Wealth Management LLCAt No. 4 on the list of Top Wealth Managers: Circle Wealth Management, a group that searched for a new model, then created it.
September 12, 2012
BNP Paribas to Boost Wealth Management in U.S.The banks plans in the U.S. are part of a broader strategy to expand in smaller markets like Turkey, Poland and Morocco.